PAYCPaycom Software, Inc.
Price
+8.1%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality mixed, no red flags, undemanding price, growing in the filings, the market undecided.
We are a leading provider of a comprehensive, cloud-based HCM solution delivered as Software-as-a-Service (“SaaS”). We provide functionality and data analytics that businesses need to manage the complete employment lifecycle, from recruitment to retirement. Our solution requires virtually no customization and is based on a core system of record maintained in a single database for all HCM functions, including payroll, talent acquisition, talent management, human resources (“HR”) management and time and labor management applications.
In the company’s own words · 10-K filed Feb 19, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Paycom Software, Inc. (PAYC) reported revenue of $531M in Q2 2026 (quarter ended Jun 30, 2026), up 9.8% from the same quarter a year earlier. That came with a gross margin of 83% and net income of $107M (20% of revenue). For the full year FY2025, revenue was $2.05B (+8.9% year on year) and net income $453M. Its largest product in Q2 2026 was Recurring at $498M, 94% of the disclosed total, well ahead of Interest On Funds Held For Clients at 4.9%. The next results filing is expected around Nov 4, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 5, 2026Paycom Software, Inc. Reports Second Quarter 2026 Results.Earnings release · press release
- Aug 3, 2026On August 3, 2026, Paycom Software, Inc. (the “Company”) issued a press release announcing that the Board of Directors of the Company declared a regular quarterly cash dividend of $0.375 per share of Company common stock.Other event · Form 8-K
- Jul 9, 2026On July 8, 2026, the Board of Directors (the “Board”) of Paycom Software, Inc. (the “Company”) increased the size of the Board from six directors to eight directors and appointed (i) Craig E. Boelte to the Board to serve as a Class I director and (ii) William Kerber to the Board to serve as a Class III director.Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $531.2MThe company’s own SEC segment disclosure.
- Recurring$497.9M94%
- Interest On Funds Held For Clients$26.0M5%
- Implementation And Other$7.3M1%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.